Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today’s guests are Robinhood Markets CIO Stephanie Guild, Telsey Advisory Group CEO & Chief Research Officer Dana Telsey, Goldman Sachs Senior Consumer Analyst, Managing Director Bonnie Herzog, Alger Executive Vice President, Portfolio Manager Ankur Crawford, Schwab Center for Financial Research Head of Macro Research & Strategy Kevin Gordon, Class V Group Founder Lise Buyer, Willow Wealth CEO Mitch Caplan, Tanger President & CEO Stephen Yalof, & Deutsche Bank Research Analyst Michael Linenberg.
Chapters:
00:00:00 Bloomberg The Close
00:03:33 Robinhood on Retail Investors and AI Stocks
00:10:20 Levi’s Earnings and the Future of Denim
00:15:43 Top Calls
00:17:03 Pepsi Earnings: Consumer Spending Under Pressure
00:23:15 AI Investing: Capex, Meta & the Next Phase
00:32:19 Stock of the Hour: IBM, Starbucks & AI Software
00:36:29 Schwab on Market Rotation Beyond the Magnificent Seven
00:43:03 Closing Bell
00:46:08 AI Winners: Lumentum, Meta & Micron
00:48:02 Aritzia Beats While Pepsi and Costco Disappoint
00:56:04 SK Hynix U.S. IPO and the AI Infrastructure Boom
01:08:18 Private Markets, AI IPOs & Retail Investor Access
01:17:10 Tanger Outlets, Tourism & the World Cup Shopping Boost
01:24:20 Delta Air Lines, Higher Fares & Airline Earnings Preview
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